Vorsorge- und Finanzberatende (w/m/d) – mit Erfahrung – Generalagentur Zürich-Binz

Posted One Month Ago
Be an Early Applicant
Zürich, CHE
In-Office
Entry level
Insurance • Financial Services
The Role
Manage existing customer relationships, acquire new clients through systematic market development, conduct comprehensive pension and financial consultations, and develop and sell tailored solutions for retirement planning and wealth accumulation. The role also involves referring business to cooperation partners and independently organizing sales activities. Candidates need insurance and finance sales experience, relevant industry certification, strong advisory and sales skills, German and English fluency, and an entrepreneurial, performance-oriented mindset.
Summary Generated by Built In

Shape the future. Yours and ours.

Would you like to help people to lead a self-determined life? And do you want to be given the creative scope to reconcile your professional and personal ambitions? Then we can offer you an exciting prospect: as part of the Swiss Life sales force, you can organise your working day independently. You will reach your targets as you see fit and with the support of a practised team.

Ihr Verantwortungsbereich

- Betreuung und Pflege bestehender Beziehungen zu Kundinnen und Kunden
- Akquisition neuer Kundschaft durch systematische Marktbearbeitung
- Durchführung von umfassenden Vorsorge- und Finanzberatungen
- Erarbeitung und Verkauf von individuellen, massgeschneiderten Lösungen in den Bereichen Vorsorge und Vermögensaufbau
- Vermittlung von Geschäften an unsere Kooperationspartner

Ihre Stärken

- Abgeschlossene Branchenprüfung (Versicherungsvermittler/-in VBV, Zert. Versicherungs- und Vorsorgeberater/-in IAF) oder höher
- Nachweisbare Verkaufserfahrung in der Versicherungs- und Finanzbranche
- Ausgeprägtes Verkaufs- und Beratungsflair
- Fliessend in Deutsch und Englisch, Italienisch von Vorteil
- Hohe Einsatzbereitschaft, ziel- und leistungsorientierte Arbeitsweise
-Unternehmerisch denkend, belastbar und kontaktfreudig

Agencies near you
Your benefits

We help our employees to shape their professional and personal development to their best advantage and throughout all phases of their life. Our attractive benefits, such as Cicero-certified introductory training and first-class continuing education, contribute to this. You will also receive above-average social benefits, including pension fund membership and non-contributory accident and short-term disability benefit (UVG/LTG) insurance, plus generous premium contributions to 3rd pillar products.

Your contact

If you have any questions, please do not hesitate to contact Human Resources Sales Force or the General Agent at your chosen General Agency.

Only applications received via our application tool will be considered.

Skills Required

  • Completed industry examination, such as Insurance Intermediary VBV or Certified Insurance and Pension Advisor IAF, or higher
  • Demonstrable sales experience in the insurance and finance industry
  • Strong sales and consulting aptitude
  • Fluent German and English
  • Italian language skills
  • High commitment and target- and performance-oriented working style
  • Entrepreneurial mindset, resilience, and strong interpersonal skills
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Zürich
11,000 Employees
Year Founded: 1857

What We Do

Swiss Life is a leading European provider of life, pensions and financial solutions. Its mission is to enable people to lead a self-determined life. In Switzerland, it serves private customers and companies with comprehensive insurance and financial offerings, positioning the group as a major provider of long-term protection, retirement planning and related financial services across the Swiss and broader European markets.

Similar Jobs

Takeda Logo Takeda

Analytical LCM Product Lead - Vaccines

Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
Hybrid
Zürich, CHE
50000 Employees
177K-244K Annually

Benchling Logo Benchling

Consultant

Cloud • Healthtech • Social Impact • Software • Biotech
Hybrid
Zürich, CHE
605 Employees

Circle (circle.so) Logo Circle (circle.so)

Lead Engineer, AI Platform

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
In-Office or Remote
43 Locations
250 Employees

Takeda Logo Takeda

Access Publications Lead

Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
Hybrid
Zürich, CHE
50000 Employees
169K-233K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Vega Thumbnail
Artificial Intelligence • Automotive • Insurance • Transportation
US
65 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account